In addition to the preset reports and labels available on the People Screen, you can also create and print your own customized reports with the fields and format you choose. The custom report formats you create will be saved for future use as well. To create a custom report, click on the "Create a New Custom Report" button. First, choose who to include in the report by selecting a Smart List. Then type in a name for your report and select the fields you want to include from the selection boxes. You can choose from any of the regular and user-defined fields on the People Screen, including family and individual pictures (pictures should be cropped in the shape of a square to best fit the space allotted).
1.Click on "Advanced Report Settings" to set up your margins, orientation and the number columns you want for your report. 2.Based on this information, determine what the width of each column will be. For example, if you select half inch margins, portrait orientation and one column, the actual size of the column (based on an 8.5x11 inch paper size) will be 7.5 inches. For two columns (including a half inch margin between columns), the size of each column will be 3.5 inches. 3.Now determine if you want multiple fields to on the same row or if you want each information field to have its own row.
4.Click on the "Open Report" button to view the report format and make adjustments as needed.
Reports created with individual fields (fields from the top "individual" fields section of the People Screen such as name, email, mobile phone, etc.) will print individual entries for each name in the Smart List you have selected. So each member of the family will be listed separately in the report. Reports created with family fields (fields from the bottom "family" fields section of the People Screen such as family name, address, family picture) will print one entry per family. However, if you include an individual field in the report, the report will print the family information for each member of the family so as to include the different individual fields as well. So you may see the family name listed more than once but with a different email, or whichever individual field you included in the report.
By default, your custom report will be sorted by Name (last, first). If you want to change the sorting field, go to the "Advanced Report Settings" screen and select a new "Sort By" field from the selection box. For example, if you want to print a master list of envelope numbers, you would change the "Sort By" field to "Envelope Number."